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iShares Russell 2000 Value ETF

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
451
Fulton Breakefield Broenniman
Maryland
$715K -$659K -4,149 -48%
PCM
452
Pointe Capital Management
Michigan
$714K +$226K +1,424 +46%
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$714K -$17.5K -110 -2%
LFS
454
Lutz Financial Services
Nebraska
$712K -$1.43K -9 -0.2%
OCG
455
Opus Capital Group
Ohio
$711K
TW
456
Transform Wealth
Colorado
$700K +$11.1K +70 +2%
FCP
457
Fidelis Capital Partners
Florida
$700K -$112K -706 -14%
GS
458
GTS Securities
New York
$696K +$696K +4,381 New
PCMC
459
Paragon Capital Management (Colorado)
Colorado
$694K +$1.43K +9 +0.2%
SCM
460
Sage Capital Management
New Jersey
$693K +$2.7K +17 +0.4%
IA
461
IFP Advisors
Florida
$691K -$3.18K -20 -0.5%
BFC
462
Bedel Financial Consulting
Indiana
$690K +$159 +1 +0%
UCFA
463
United Capital Financial Advisors
Texas
$687K -$150K -946 -18%
AA
464
Auxano Advisors
Washington
$680K
SFM
465
Systematic Financial Management
New Jersey
$658K -$6.44M -40,535 -91%
CAL
466
Capital Analysts LLC
Pennsylvania
$648K +$2.7K +17 +0.4%
AFC
467
AFT Forsyth & Company
Florida
$646K +$159 +1 +0%
HWA
468
Heritage Wealth Advisors
Virginia
$645K
BGIM
469
Brandywine Global Investment Management
Pennsylvania
$637K -$6.46M -40,675 -91%
THL
470
Tillman Hartley LLC
Colorado
$636K
Bank of Nova Scotia
471
Bank of Nova Scotia
Ontario, Canada
$635K -$302K -1,900 -32%
MA
472
Mutual Advisors
Nebraska
$634K +$233K +1,468 +58%
AWA
473
Arkadios Wealth Advisors
Georgia
$632K -$11K -69 -2%
CFG
474
Citizens Financial Group
Rhode Island
$627K -$4.61K -29 -0.7%
ANB
475
Amarillo National Bank
Texas
$625K